x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

GlobalData TS Lombard: Perkins Vs Beamish

Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds. The questions will focus on what is currently driving financial markets.

business investing

All Episodes

00:33:57

The Bond Market Meltdown

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/01/13

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:1. What is driving the carnage in bonds and will it continue? 2. What have we leant about Trump 2.0 since the election? 3. Are markets right to give up on the prospect of China stimulus?

en-gb

00:29:48

The Doomsday Scenario for 2025

GlobalData TS Lombard: Perkins Vs Beamish ·

2024/12/12

Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. 2025 outlook consensus: Why do they all agree? 2. Where have all the bears gone? 3. What's the most bearish take on 2025 and why don't you agree?

en-gb

00:30:08

Bessent, Fed Bashing and Euro Bullishness

GlobalData TS Lombard: Perkins Vs Beamish ·

2024/11/27

This week we cover:1. What can Trump do to lean on the Fed? 2. How much confidence can we take from Bessent's appointment? 3. What's the bull case for Europe inTrump World?

en-gb

00:39:41

Trump's Inflationary World

GlobalData TS Lombard: Perkins Vs Beamish ·

2024/11/12

Trump vs the Fed. How serious a problem will inflation be and is this the final tipping point for neo-liberalism? Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions: 1. How inflationary will Trump be? 2. Can the Fed retain its independence? 3. Is this the end of Neo-liberalism?

en-gb

00:29:25

Truss moment for the U.S?

GlobalData TS Lombard: Perkins Vs Beamish ·

2024/10/24

Fiscal crisis moment for the U.S? Strong dollar in 2025? Is austerity back for the U.K?Dario Perkins and Freya Beamish debate three of the top current questions from our client base. This week we cover: 1. Is the US facing a Liz Truss moment given that we have two candidates planning to spend like drunken sailors 2. 2025: The year of tariffs and a strong dollar? 3. Will the UK budget next week take us back to austerity, or can Reeves fiddle the rules?

en-gb

00:28:20

Is it Bearish or Beamish? Recession, Inflation and China

GlobalData TS Lombard: Perkins Vs Beamish ·

2024/10/08

Recession fears over, inflation fears back and China equity rally here to stay? Dario Perkins and Freya Beamish debate three of the top current questions from our client base. This week we cover: 1) Did Friday's report kill recession fears? 2) Could inflation make an unexpected comeback? 3) Will this China equity rally die without fiscal stimulus?

en-gb

00:38:20

Broken China and Fed Bonanza

GlobalData TS Lombard: Perkins Vs Beamish ·

2024/09/23

Dario Perkins and Freya Beamish answer three of the top current questions from our clients. This week we cover:1) Are markets right to react so bullishly to the big Fed rate cut? 2) Do we still need to worry about the Japan carry trade? 3) Is China as bad as it looks? What does this mean for Row?

en-gb

00:33:38

Recession, Cuts and Manufacturing Dangers

GlobalData TS Lombard: Perkins Vs Beamish ·

2024/09/09

Dario Perkins and Freya Beamish answer three of the top current questions from our clients: 1) How close are we to a US recession? 2) Will the Fed cut 25 or 50 bps? Will cuts do any good anyway? 3) What is going on in global manufacturing? Is there a real danger for the global economy brewing?

en-gb

28 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...